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Portfolio (Quarterly) Guide ↗

Longview Financial Advisors, Inc.

· CIK 0001786915
13F Portfolio $171M AUM 43 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 Added 5 Reduced 120 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 4,609.0 $245K 0.14% $53.11 +18.0%
42 LMT LOCKHEED MARTIN CORP COM Industrials 427.0 $218K 0.13% $509.58 +10.6%
43 XEL XCEL ENERGY INC COM Utilities 2,550.0 $205K 0.12% $80.30 -4.8%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 50.1%
Healthcare 26.0%
Utilities 13.0%
Consumer Defensive 7.9%
Industrials 3.0%